-78.4%
UWMC price history and return analytics
+165.9%
-244.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -5.5% | -0.1% | -5.4% | -5.4% |
| 30D | -2.8% | -0.7% | -2.2% | -1.9% |
| 3M | -42.2% | +4.0% | -46.2% | -44.4% |
| 6M | -62.1% | +12.3% | -74.4% | -66.3% |
| YTD | -66.4% | +14.0% | -80.4% | -70.6% |
| 1Y | -76.1% | +20.3% | -96.5% | -80.2% |
| 3Y | -67.0% | +75.4% | -142.4% | -80.9% |
| 5Y | -71.3% | +66.0% | -137.3% | -83.7% |
| All | -78.4% | +165.9% | -244.3% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling